+133.9%
ASML vs UBER
+36.2%
+97.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | +4.9% | +1.6% | +3.3% | +4.4% |
| 30D | -9.3% | +0.6% | -9.8% | -9.6% |
| 3M | -19.0% | -8.2% | -10.8% | -17.0% |
| 6M | -5.2% | -6.7% | +1.5% | -4.6% |
| YTD | +40.6% | -14.7% | +55.3% | +45.9% |
| 1Y | +47.5% | -24.1% | +71.6% | +60.9% |
| 3Y | +133.9% | +33.4% | +100.5% | +101.9% |
| All | +133.9% | +36.2% | +97.7% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UBER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling